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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
751
Refined Wealth Management
Utah
$15.7M +$708K +1,153 +5%
BBFA
752
Brindle & Bay Financial Advisors
Texas
$15.7M +$15.7M +25,599 New
FHA
753
Flagship Harbor Advisors
Massachusetts
$15.7M +$6.31M +10,278 +67%
CA
754
Continuum Advisory
Idaho
$15.7M -$466K -760 -3%
PWW
755
Pettyjohn Wood & White
Virginia
$15.7M +$503K +819 +3%
WB
756
WesBanco Bank
West Virginia
$15.7M +$528K +860 +3%
LWM
757
LJI Wealth Management
Indiana
$15.6M -$30.1K -49 -0.2%
BWM
758
Buska Wealth Management
Wisconsin
$15.6M -$4.36M -7,109 -22%
FI
759
Financial Insights
Washington
$15.6M +$344K +561 +2%
RWP
760
RWA Wealth Partners
Massachusetts
$15.6M -$25.6M -41,741 -62%
NPT
761
National Philanthropic Trust
Pennsylvania
$15.6M +$5.12M +8,345 +49%
IF
762
Integrity Financial
Wyoming
$15.6M -$1.17M -1,907 -7%
UBP
763
Union Bancaire Privee
Switzerland
$15.5M +$1.53M +2,501 +11%
CA
764
Claro Advisors
Massachusetts
$15.5M +$299K +488 +2%
IIA
765
Integral Investment Advisors
California
$15.5M -$139K -226 -0.9%
ECM
766
Ebert Capital Management
California
$15.4M +$15.2M +24,799 New
PI
767
Pachira Investments
California
$15.4M +$3.19M +5,195 +26%
GL
768
Gerber LLC
Ohio
$15.3M -$229K -374 -1%
MC
769
Moors & Cabot
Massachusetts
$15.2M +$766K +1,248 +5%
FFL
770
Financial Freedom LLC
Ohio
$15.2M -$325K -529 -2%
CIA
771
Choate Investment Advisors
Massachusetts
$15.2M -$191K -312 -1%
CTC
772
Central Trust Company
Missouri
$15.2M +$656K +1,069 +5%
LFA
773
Legend Financial Advisors
Pennsylvania
$15.2M +$63.2K +103 +0.4%
RWM
774
Rezny Wealth Management
Florida
$15.2M +$1.42M +2,321 +10%
LWM
775
Lighthouse Wealth Management
Ohio
$15.1M -$31.9K -52 -0.2%